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AGNEW CAPITAL MANAGEMENT LLC

Advisory

AZ

Data as of Feb 3, 2026 · Source: SEC Form ADV

Average account
$86K
across 36 accounts
AUM per adviser
$3M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM
$3M
Discretionary %
48%
Clients
20
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$3M
Discretionary AUM$1M
Non-Discretionary AUM$2M
Discretionary %48%
Total Clients20
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

OELZE, MELVIN KURT
$3M
LTC WEALTH MANAGEMENT, LLC
$3M
P3 FINANCIAL MANAGEMENT, LLC
$3M
PERSONAL BENEFITS PLANNING LLC
PHOENIX, AZ
$3M
TAURUS FINANCIAL CORP
PHOENIX, AZ
$3M
-94.0% 1Y
TOP FUND MANAGEMENT INC
MESA, AZ
$3M
-48.4% 1Y

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